Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.566 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 47833.12 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46438.23 Kr¶
PnL: ---------------------------------------> -450.34 Kr¶
DD now: ---------------------------------> -1.638 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-17 16:03:56.488551'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -0.720000 | 2891.000000 | 255.000000 | 9.670000 | 2636.000010 |
| Beijer Electronics Group | 26 | -0.990000 | 3125.200000 | 154.200000 | 5.190000 | 2971.000006 |
| Corem Property Group B | 59 | -3.610000 | 661.980000 | 84.980000 | 14.730000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | -4.750000 | 437.000000 | 82.000000 | 23.100000 | 355.000000 |
| Boozt | 12 | 1.630000 | 1722.000000 | 68.000000 | 4.110000 | 1653.999996 |
| HMS Networks | 2 | 0.560000 | 721.200000 | 48.200000 | 7.160000 | 673.000000 |
| OEM International B | 7 | 1.150000 | 555.100000 | 27.100000 | 5.130000 | 527.999997 |
| Intrum | 4 | 0.660000 | 549.400000 | 22.400000 | 4.250000 | 527.000000 |
| SAAB B | 8 | 1.990000 | 3397.600000 | 20.600000 | 0.610000 | 3377.000000 |
| MedCap | 2 | 0.000000 | 440.000000 | 19.000000 | 4.510000 | 421.000000 |
| Essity A | 4 | 0.340000 | 1168.000000 | 19.000000 | 1.650000 | 1149.000000 |
| Coor Service Management Hold. | 8 | -0.220000 | 548.400000 | 16.400000 | 3.080000 | 532.000000 |
| Karnov Group | 9 | -0.330000 | 549.900000 | 13.900000 | 2.590000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | -3.820000 | 259.680000 | 13.680000 | 5.560000 | 246.000000 |
| Eastnine | 4 | -0.470000 | 503.200000 | 12.200000 | 2.480000 | 491.000000 |
| Essity B | 2 | 0.310000 | 584.600000 | 10.600000 | 1.850000 | 574.000000 |
| AcadeMedia | 12 | -0.170000 | 563.040000 | 6.040000 | 1.080000 | 557.000004 |
| Midsona B | 63 | -3.520000 | 587.790000 | 4.790000 | 0.820000 | 582.999984 |
| Fastighetsbolag. Emilshus Pref | 21 | -2.890000 | 564.900000 | 2.900000 | 0.520000 | 562.000005 |
| Resurs Holding | 22 | -1.690000 | 575.960000 | 1.960000 | 0.340000 | 573.999998 |
| Nordea Bank Abp | 29 | -0.370000 | 3455.640000 | 1.640000 | 0.050000 | 3453.999992 |
| Creaspac SPAC | 6 | -0.100000 | 577.800000 | 0.800000 | 0.140000 | 577.000002 |
| Securitas B | 6 | -0.080000 | 569.640000 | -0.360000 | -0.060000 | 570.000000 |
| FM Mattsson Mora Group B | 50 | -1.520000 | 2925.000000 | -2.000000 | -0.070000 | 2927.000000 |
| Handelsbanken A | 5 | -1.230000 | 542.750000 | -3.250000 | -0.600000 | 546.000000 |
| Swedbank A | 3 | -0.690000 | 559.950000 | -4.050000 | -0.720000 | 564.000000 |
| Norva24 Group | 16 | -2.770000 | 538.560000 | -4.440000 | -0.820000 | 543.000000 |
| CTEK | 13 | -2.570000 | 527.670000 | -6.330000 | -1.190000 | 533.999999 |
| International Petroleum Corp. | 5 | 1.870000 | 545.000000 | -49.570000 | -8.340000 | 594.565215 |
| Sampo Oyj SDB | 7 | 0.000000 | 3794.000000 | -56.000000 | -1.450000 | 3850.000000 |
| Vivesto | 1368 | 0.500000 | 552.670000 | -60.330000 | -9.840000 | 612.999432 |
| OX2 | 18 | 0.540000 | 1511.100000 | -152.900000 | -9.190000 | 1663.999992 |
| Axfood | 13 | 0.470000 | 3597.100000 | -158.900000 | -4.230000 | 3756.000001 |
| Fasadgruppen Group | 35 | 1.020000 | 3465.000000 | -346.000000 | -9.080000 | 3810.999990 |
| Ovzon | 52 | -4.660000 | 2870.400000 | -491.600000 | -14.620000 | 3361.999992 |
| TOTAL | 46438.230000 | -450.340000 | -1.63844% | 46888.564618 |
Updated:¶
'2023-01-17 16:04:08.955763'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
